See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,396 | $82,664+132.7% | $125,339+53.5% | $68,494+180.9% |
| Participation rate | 96.3% | 75.0%+21.3pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -14.41% | -5.97%-8.4pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,811 | $3,381+12.7% | $4,814-20.8% | $2,596+46.8% |
| Participant deferral / active EE | $8,305 | $6,110+35.9% | $7,446+11.5% | $4,027+106.2% |
| Admin fee / account holder | $13,705 | $6,275+118.4% | $10,010+36.9% | $5,403+153.7% |